Rayburn West Financial Services LLC (Nashville)

Rayburn West Financial Services LLC is an adviser based in Nashville. It manages $41.48 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Tennessee.

Rayburn West Financial Services provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rayburn West Financial Services: assets under management

The assets under management (AUM) of Rayburn West Financial Services LLC is $41.48 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.46 million in discretionary accounts and $19.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rayburn West Financial Services LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rayburn West Financial Services LLC

Charles Rayburn West has been acting as President since 1 Aug 2007. Andrea Gayle Bryant joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Rayburn West	President	1 Aug 2007	75% - 100%	2205187
Andrea Gayle Bryant	Chief compliance officer	1 Aug 2007	Other	5469687

Based in Nashville

The principal office where Rayburn West Financial Services LLC performs its advisory services is located at 4117 Hillsboro Pike, Nashville, TN 37215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.